SPXX vs SMTH
Comparison between Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF) and ALPS | SMITH CORE PLUS BOND ETF (SMTH, ETF).
SPXX vs SMTH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPXX
$2.70B
SMTH
$2.70B
Expense Ratio
SPXX
N/A
SMTH
0.59%
Max Drawdown
SPXX
59.96%
Winner
SMTH
5.62%
Sharpe Ratio
Winner
SPXX
0.97
SMTH
0.41
5Y Beta
SPXX
0.80
Winner
SMTH
0.05
5Y Dividends CAGR
SPXX
11.48%
SMTH
N/A
SPXX vs SMTH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPXX
+5.04%
SMTH
-0.01%
3M
Winner
SPXX
+1.79%
SMTH
-0.38%
6M
Winner
SPXX
+5.86%
SMTH
+0.36%
1Y
Winner
SPXX
+13.83%
SMTH
+5.67%
5Y(CAGR)
SPXX
+8.71%
SMTH
N/A
10Y(CAGR)
SPXX
+10.14%
SMTH
N/A
Max(CAGR)
Winner
SPXX
+7.40%
SMTH
+5.53%
SPXX vs SMTH - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SPXX | SMTH |
|---|---|---|
| 2026 | +1.56% | +0.35% |
| 2025 | +11.56% | +7.02% |
| 2024 | +28.64% | +2.99% |
| 2023 | +1.77% | +3.49% |
| 2022 | -7.14% | N/A |
| 2021 | +31.06% | N/A |
| 2020 | +0.75% | N/A |
| 2019 | +23.48% | N/A |
| 2018 | -14.40% | N/A |
| 2017 | +28.09% | N/A |
| 2016 | +14.57% | N/A |
| 2015 | +2.35% | N/A |
| 2014 | +9.85% | N/A |
| 2013 | +15.93% | N/A |
| 2012 | +15.76% | N/A |
| 2011 | -5.57% | N/A |
| 2010 | +13.97% | N/A |
| 2009 | +28.61% | N/A |
| 2008 | -29.58% | N/A |
| 2007 | -4.08% | N/A |
| 2006 | +22.10% | N/A |
| 2005 | -13.75% | N/A |
SPXX vs SMTH Drawdown Comparison
The maximum drawdown for SPXX was -52.38%, occurring on Mar 9, 2009. Recovery took 924 trading sessions.
The maximum drawdown for SMTH was -4.11%, occurring on Jan 13, 2025. Recovery took 137 trading sessions.
The current SPXX drawdown is -0.10%. The current SMTH drawdown is -1.46%.
| Rank | SPXX | SMTH |
|---|---|---|
| #1 | -52.38% Apr 12, 2007 - Dec 9, 2010 | -4.11% Sep 16, 2024 - Apr 3, 2025 |
| #2 | -43.80% Jun 7, 2018 - Mar 1, 2021 | -2.98% Dec 27, 2023 - Jun 5, 2024 |
| #3 | -18.59% Dec 14, 2010 - Feb 13, 2012 | -2.74% Feb 27, 2026 - Mar 27, 2026 |
| #4 | -18.06% Jan 12, 2022 - Dec 1, 2022 | -2.53% Apr 3, 2025 - Jun 24, 2025 |
| #5 | -17.95% Dec 1, 2022 - Jun 6, 2024 | -1.43% Jul 1, 2025 - Jul 29, 2025 |
| #6 | -17.67% Feb 19, 2025 - Jun 30, 2025 | -1.39% Jun 13, 2024 - Jul 11, 2024 |
| #7 | -14.69% Nov 30, 2005 - Aug 31, 2006 | -1.16% Aug 2, 2024 - Aug 20, 2024 |
| #8 | -14.67% Nov 24, 2015 - Apr 12, 2016 | -0.99% Oct 28, 2025 - Nov 26, 2025 |
| #9 | -11.85% Jan 12, 2026 - Mar 30, 2026 | -0.97% Jun 5, 2024 - Jun 13, 2024 |
| #10 | -11.20% Oct 1, 2012 - Jan 11, 2013 | -0.87% Nov 26, 2025 - Feb 9, 2026 |
| #11 | -9.73% Jun 15, 2021 - Dec 30, 2021 | -0.65% Sep 16, 2025 - Oct 13, 2025 |
| #12 | -9.68% Jul 16, 2015 - Nov 3, 2015 | -0.64% Jul 17, 2024 - Jul 30, 2024 |
| #13 | -7.94% Jan 26, 2018 - May 4, 2018 | -0.53% Aug 23, 2024 - Sep 4, 2024 |
| #14 | -7.77% Apr 2, 2012 - Jul 27, 2012 | -0.47% Aug 5, 2025 - Aug 22, 2025 |
| #15 | -7.69% Jul 16, 2024 - Aug 26, 2024 | -0.39% Aug 28, 2025 - Sep 4, 2025 |
Correlation
Correlation between SPXX and SMTH is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2006 - 2026)
SPXX vs SMTH dividend yield comparison.
| Year | SPXX | SMTH |
|---|---|---|
| 2026 | 1.88% | 1.40% |
| 2025 | 7.48% | 4.46% |
| 2024 | 6.87% | 4.58% |
| 2023 | 7.82% | 0.24% |
| 2022 | 7.30% | 0.00% |
| 2021 | 5.27% | 0.00% |
| 2020 | 6.56% | 0.00% |
| 2019 | 6.44% | 0.00% |
| 2018 | 7.98% | 0.00% |
| 2017 | 5.69% | 0.00% |
| 2016 | 5.14% | 0.00% |
| 2015 | 7.75% | 0.00% |
| 2014 | 7.30% | 0.00% |
| 2013 | 7.93% | 0.00% |
| 2012 | 8.66% | 0.00% |
| 2011 | 9.28% | 0.00% |
| 2010 | 8.09% | 0.00% |
| 2009 | 8.56% | 0.00% |
| 2008 | 13.80% | 0.00% |
| 2007 | 9.46% | 0.00% |
| 2006 | 8.36% | 0.00% |
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